Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cypress Point Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,122,198 shares of DFAC stock, worth $40.3 Million. This represents 13.48% of its overall portfolio holdings.

Number of Shares

1,122,198

Previous 1,022,812 9.72%

Holding current value

$40.3 Million

Previous $35.1 Million 10.71%

% of portfolio

13.48%

Previous 15.36%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$33.92 - $36.6 $3.37 Million - $3.64 Million	99,386 Added 9.72%	1,122,198 $38.8 Million
Q3 2024 Nov 01, 2024	BUY	$31.05 - $34.29 $964,940 - $1.07 Million	31,077 Added 3.13%	1,022,812 $35.1 Million
Q2 2024 Jul 26, 2024	BUY	$30.09 - $32.37 $890,423 - $957,893	29,592 Added 3.08%	991,735 $32 Million
Q1 2024 May 07, 2024	BUY	$28.62 - $31.95 $9.14 Million - $10.2 Million	319,216 Added 49.65%	962,143 $30.7 Million
Q4 2023 Jan 17, 2024	BUY	$24.91 - $29.38 $1.69 Million - $1.99 Million	67,674 Added 11.76%	642,927 $18.8 Million
Q3 2023 Oct 31, 2023	BUY	$26.05 - $28.22 $982,553 - $1.06 Million	37,718 Added 7.02%	575,253 $15.1 Million
Q2 2023 Jul 20, 2023	BUY	$24.86 - $27.15 $545,428 - $595,671	21,940 Added 4.26%	537,535 $14.6 Million
Q1 2023 May 08, 2023	BUY	$24.18 - $26.58 $991,186 - $1.09 Million	40,992 Added 8.64%	515,595 $13.1 Million
Q4 2022 Feb 01, 2023	BUY	$22.49 - $25.81 $6.47 Million - $7.43 Million	287,711 Added 153.95%	474,603 $11.5 Million
Q3 2022 Oct 31, 2022	BUY	$22.24 - $26.54 $505,804 - $603,599	22,743 Added 13.86%	186,892 $4.16 Million
Q2 2022 Aug 08, 2022	BUY	$22.75 - $27.77 $1.25 Million - $1.53 Million	54,975 Added 50.36%	164,149 $3.83 Million
Q1 2022 Apr 29, 2022	BUY	$25.76 - $29.21 $1.08 Million - $1.23 Million	41,995 Added 62.51%	109,174 $3.01 Million
Q4 2021 Jan 27, 2022	BUY	$26.63 - $29.09 $106,972 - $116,854	4,017 Added 6.36%	67,179 $1.95 Million
Q2 2021 Aug 04, 2021	BUY	$25.92 - $26.98 $1.64 Million - $1.7 Million	63,162 New	63,162 $1.7 Million

Others Institutions Holding DFAC

# of Institutions

1,046

Shares Held

796M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History